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Jean Elzayek

@Householder Group Estate & Retirement Specialist, Llc

Latest period2024 - Q4ReportedManaged Assets$133.818MTotal holdings601
Assets growth rate-61.02%Assets growth rate (2-Q avg)-32.31%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Householder Group Estate & Retirement Specialist, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 601 positions.

Assets under management

The assets under management (AUM) of Householder Group Estate & Retirement Specialist, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 133.818M in assets, with a quarterly growth rate of -61.02% and a 2-quarter average growth rate of -32.31%. The portfolio is managed by Jean Elzayek, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CGGRCapital Group
Recent Activity
Exited
0%
$509,000
14,644 shares@ $34.76 avg price
OKEOneok Inc
Recent Activity
Exited
0%
$479,000
5,258 shares@ $91.1 avg price
IRMIron Mountain
Recent Activity
Exited
0%
$470,000
3,956 shares@ $118.81 avg price
IWMIshares Russell
Recent Activity
Exited
0%
$458,000
2,074 shares@ $220.83 avg price
DGROIshares Core
Recent Activity
Exited
0%
$457,000
7,292 shares@ $62.68 avg price
DIASpdr Dow
Recent Activity
Exited
0%
$446,000
1,056 shares@ $422.35 avg price
IJHIshares Core
Recent Activity
Exited
0%
$446,000
7,170 shares@ $62.21 avg price
URIUnited Rentals
Recent Activity
Exited
0%
$429,000
530 shares@ $809.44 avg price
CUBECubesmart
Recent Activity
Exited
0%
$419,000
7,797 shares@ $53.74 avg price
EXRExtra Space
Recent Activity
Exited
0%
$409,000
2,270 shares@ $180.18 avg price